Product Management
6 guides
Allow Users to Self-Issue Items
This guide explains how to enable users to self-issue items through a portal. It covers steps to allow item viewing and incorporates an 'Items Issued' field in relevant ticket types. Users can browse and select items necessary for resolving incidents or making new requests. Additionally, a catalogue view can be enabled for user-friendly navigation, and items can be restricted to suit specific services. The guide also describes showing a summary screen for users to review their selected items before submitting a request.
Assets Vs Items
Items/Products
This article provides a guide on managing products and services in a system. It covers creating product groups for organization and categorization, assigning defaults, setting billing information, and creating new products. The guide explains how to handle serialized and non-serialized items, track stock, and link products to projects, contracts, or assets. It also addresses special configurations like excluding products from accounting integrations. Additionally, the article includes instructions on importing product data via spreadsheets, allowing for price updates and item overrides.
Linking Products to Assets
This article provides a guide on linking products to serialised assets, which include setting a linked asset type, setting a default product for an asset type, and creating serialised assets. By linking products to asset types, users can manage sales orders and consignment processes effectively. The guide offers instructions on serialising assets, linking them to stock processes, and managing consignment locations. It also explains how consigned items appear in sales orders and how to navigate asset assignments and deletions within the system.
Product Bundles
This article provides a comprehensive guide on setting up and managing product bundles. It covers the creation and categorization of product bundles, explaining their use for efficiently adding multiple related products to invoices or quotations. The guide includes instructions for configuring bundle settings, automatically updating bundle prices, and customizing bundle templates. Administrators can create and organize bundles and categories, use bundles in transactions, and ensure prices remain updated across invoices. Additionally, options for customizing the appearance of bundle information in PDFs and quotations are detailed.
Product Price Overrides